BOCK FAMILY FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Phone

5154659843

Tax Period

2025-01-01 to 2025-12-31

BOCK FAMILY FOUNDATION INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $436K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $186K, a strong 43% operating margin.

Mission

SUPPORT GOVERNMENT & NON-PROFIT ORGANIZATIONS

Program Service Accomplishments

Program 1

Expenses: $243,290

GRANTS TO GOVERNMENTAL AND NONPROFIT ORGANIZATIONS FOR THE BENEFIT OF RESIDENTS OF THE CITY OF PERRY AND THE RURAL AREAS OF DALLAS COUNTY, IOWA FOR CIVIL, CULTURAL, HISTORICAL, EDUCATIONAL...

GRANTS TO GOVERNMENTAL AND NONPROFIT ORGANIZATIONS FOR THE BENEFIT OF RESIDENTS OF THE CITY OF PERRY AND THE RURAL AREAS OF DALLAS COUNTY, IOWA FOR CIVIL, CULTURAL, HISTORICAL, EDUCATIONAL, RECREATIONAL, CHARITABLE, RELIGOUS AND OTHER PURPOSES OF WORTH TO THE CITIZENS OF SAID AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $223,376

Other Revenue $213,085

TOTAL REVENUE $436,461

Expense Breakdown

Grants Paid $243,290

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,290

Other Expenses $6,701

TOTAL EXPENSES $249,991

Year-over-Year Comparison

	2025	2024	Change
Revenue	$436,461	$386,625	+0.1%
Expenses	$249,991	$200,868	+0.2%
Net Income	$186,470	$185,757	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK POWELL	Director	1.00	Director	$0	$0	$0
RUSSEL BURGETT	Director	0.00	Director	$0	$0	$0
JON PETERS	President	1.00	Officer Director	$0	$0	$0
JOHN POWELL	Director	1.00	Director	$0	$0	$0
JON WILLIAMS	Director	1.00	Director	$0	$0	$0
BRENT HALLING	Vice President	1.00	Officer Director	$0	$0	$0
JOYCE CONKLIN-VAN KIRK	Secretary	1.00	Officer Director	$0	$0	$0
SCOTT FINNESETH	Executive Dir.	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$436,461	$249,991	$4,466,704	$186,470
2024	$386,625	$200,868	$4,280,234	$185,757
2023	$372,892	$176,946	$4,037,235	$195,946
2022	$134,735	$141,445	$3,728,489	$-6,710
2021	$297,957	$149,139	$3,735,199	$148,818
2020	$249,063	$162,284	$3,580,930	$86,779
2019	$339,021	$122,456	$3,494,151	$216,565
2018	$144,619	$140,618	$3,277,588	$4,001